Peterson Partners, Llc
- Regulatory AUM
- $3.0B
- Discretionary
- $3.0B
- Clients
- 36
- Avg AUM / client
- $82.3M
- Accounts
- 36
- Employees
- 36
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of May 28, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 36 | $3.0B | 100.0% |
Private funds (31)
View all →Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $1.8B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Peterson Private Equity Viii, Lp | Private Equity Fund | Delaware | $244M | 60 |
| Peterson Private Equity Ix, Lp | Private Equity Fund | Delaware | $226M | 186 |
| Peterson Real Assets, Llc | Private Equity Fund | Utah | $216M | 30 |
| Peterson Packsize Coinvest, Lp | Private Equity Fund | Delaware | $180M | 29 |
| Peterson Venture Partners Ii, Lp | Venture Capital Fund | Delaware | $131M | 61 |
| Peterson Es Coinvest, Llc | Private Equity Fund | Delaware | $104M | 49 |
| Peterson Private Equity X, Lp | Private Equity Fund | Delaware | $71.3M | 226 |
| Peterson Venture Partners Iii, Lp | Venture Capital Fund | Delaware | $62.9M | 99 |
| Peterson Breeze Coinvest, Llc | Private Equity Fund | Delaware | $61.2M | 48 |
| Peterson Search Partners I, Lp | Private Equity Fund | Utah | $55.4M | 83 |
| Peterson Private Equity Vii, Lp | Private Equity Fund | Delaware | $53.7M | 47 |
| Peterson Private Equity Viii Parallel, Lp | Private Equity Fund | Delaware | $47.9M | 54 |
| Peterson Ethos Coinvest, Llc | Venture Capital Fund | Delaware | $41.6M | 35 |
| Peterson Special Situations, Llc | Private Equity Fund | Utah | $41.0M | 9 |
| Peterson Search Partners Ii, Lp | Private Equity Fund | Delaware | $38.8M | 8 |
People (2)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Peterson, Clinton, Randall | Chief Executive Officer, President, Managing Director | Mar 2014 (12y) | ≈ 18.75% – 50% via Peterson Partners Management Co, Llc | |
| Noble, Eric, David | Chief Financial Officer, Chief Compliance Officer | Dec 2014 (12y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Peterson Partners Management Co, Llc | Managing Member | Mar 2021 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Peterson, Clinton, Randall: 25% – 50% of Peterson Partners Management Co, Llc × 75% – 100% direct ≈ 18.75% – 50% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (31, $1.8B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Peterson Private Equity Viii, Lp | Private Equity Fund | $244M | $2.0M | 60 |
| Peterson Private Equity Ix, Lp | Private Equity Fund | $226M | $2.0M | 186 |
| Peterson Real Assets, Llc | Private Equity Fund | $216M | $50.0K | 30 |
| Peterson Packsize Coinvest, Lp | Private Equity Fund | $180M | $250K | 29 |
| Peterson Venture Partners Ii, Lp | Venture Capital Fund | $131M | $250K | 61 |
| Peterson Es Coinvest, Llc | Private Equity Fund | $104M | $250K | 49 |
| Peterson Private Equity X, Lp | Private Equity Fund | $71.3M | $2.0M | 226 |
| Peterson Venture Partners Iii, Lp | Venture Capital Fund | $62.9M | $250K | 99 |
| Peterson Breeze Coinvest, Llc | Private Equity Fund | $61.2M | $250K | 48 |
| Peterson Search Partners I, Lp | Private Equity Fund | $55.4M | $0 | 83 |
| Peterson Private Equity Vii, Lp | Private Equity Fund | $53.7M | $2.0M | 47 |
| Peterson Private Equity Viii Parallel, Lp | Private Equity Fund | $47.9M | $2.0M | 54 |
| Peterson Ethos Coinvest, Llc | Venture Capital Fund | $41.6M | $250K | 35 |
| Peterson Special Situations, Llc | Private Equity Fund | $41.0M | $0 | 9 |
| Peterson Search Partners Ii, Lp | Private Equity Fund | $38.8M | $1.0M | 8 |
| Peterson Dura Coinvest, Llc | Private Equity Fund | $30.7M | $500K | 5 |
| Peterson Private Equity Vi, Lp | Private Equity Fund | $29.9M | $2.0M | 38 |
| Peterson Venture Partners I, Lp | Venture Capital Fund | $27.7M | $250K | 43 |
| Peterson Venture Partners Iv, Lp | Venture Capital Fund | $27.1M | $1.0M | 243 |
| Pvp Opportunity Fund I, Lp | Venture Capital Fund | $17.5M | $1.0M | 40 |
| Peterson Ls Coinvest, Llc | Private Equity Fund | $11.3M | $500K | 5 |
| Peterson Pw Coinvest B, Llc | Private Equity Fund | $11.0M | $1.0M | 1 |
| Peterson Smr Coinvest, Llc | Venture Capital Fund | $10.6M | $250K | 27 |
| Peterson Search Partners I Coinvest I, Llc | Venture Capital Fund | $9.9M | $250K | 33 |
| Peterson Pw Coinvest, Llc | Private Equity Fund | $9.1M | $100K | 9 |
Top 25 of 31 funds by gross assets · all funds
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/28/2026 | 8.73 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 28, 2026.
View current Form ADV (SEC/IAPD) ↗